Obermeyer Wood Investment Counsel, Lllp Incresed Positions in Q1 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
292K
+ 7157.16%
$66.96 - $76.16 $19.5M - $22.2M
296K $21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
285K
+ 30.18%
$50.48 - $51.04 $14.4M - $14.5M
1.23M $62.3M
DE
Deere & CO

Industrials
23.6K
+ 75.31%
$408.57 - $509.27 $9.62M - $12M
54.8K $25.7M
XOM
Exxon Mobil Corp

Energy
25.8K
+ 17.22%
$105.44 - $118.93 $2.72M - $3.07M
176K $20.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
29.8K
+ 3.5%
N/A
881K $75.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.8K
+ 28.25%
$551.42 - $612.93 $2.1M - $2.33M
17.3K $9.66M
LLY
Eli Lilly & CO

Healthcare
811
+ 5.11%
$725.72 - $929.72 $589K - $754K
16.7K $13.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.4K
+ 15.57%
$77.7 - $78.94 $1.35M - $1.38M
129K $10.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22K
+ 7.93%
$48.31 - $49.23 $1.06M - $1.08M
299K $14.7M
V
Visa Inc.

Financial Services
440
+ 1.82%
$306.92 - $362.71 $135K - $160K
24.6K $8.63M
ABBV
Abb Vie Inc.

Healthcare
617
+ 2.66%
$169.2 - $216.66 $104K - $134K
23.8K $4.99M
EPD
Enterprise Products Partners L.P.

Energy
15.1K
+ 29.92%
$31.75 - $34.14 $480K - $516K
65.7K $2.24M
MPLX
Mplx LP

Energy
5.48K
+ 18.43%
$47.88 - $54.65 $262K - $299K
35.2K $1.88M
COST
Costco Wholesale Corp

Consumer Defensive
374
+ 13.48%
$890.62 - $1076.86 $333K - $403K
3.15K $2.98M
HON
Honeywell International Inc

Industrials
2.16K
+ 118.79%
$202.75 - $226.52 $438K - $490K
3.98K $843K
CAT
Caterpillar Inc

Industrials
1.3K
+ 196.09%
$326.75 - $407.63 $426K - $532K
1.97K $649K
MCD
Mcdonalds Corp

Consumer Cyclical
766
+ 11.63%
$279.74 - $321.29 $214K - $246K
7.35K $2.3M
ET
Energy Transfer LP

Energy
18.7K
+ 44.6%
$17.26 - $21.08 $323K - $395K
60.7K $1.13M
AMGN
Amgen Inc

Healthcare
240
+ 5.6%
$258.59 - $327.36 $62.1K - $78.6K
4.53K $1.41M
WMB
Williams Companies, Inc.

Energy
4.53K
+ 117.71%
$54.02 - $61.09 $245K - $277K
8.39K $501K
IBM
International Business Machines Corp

Technology
886
+ 58.21%
$217.4 - $264.74 $193K - $235K
2.41K $598K
VTV
Vanguard Value ETF

ETFs
1.42K
+ 34.1%
$167.73 - $179.21 $239K - $255K
5.59K $965K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.6K
+ 8.68%
$126.11 - $135.06 $201K - $216K
20K $2.58M
BMY
Bristol Myers Squibb CO

Healthcare
2.9K
+ 28.51%
$53.9 - $63.11 $157K - $183K
13.1K $798K
ACN
Accenture PLC

Technology
1.76K
+ 21.27%
$300.91 - $398.25 $529K - $700K
10K $3.13M
SHEL
Shell PLC

Energy
192
+ 0.99%
$62.84 - $73.29 $12.1K - $14.1K
19.5K $1.43M
GE
General Electric CO

Industrials
755
+ 43.32%
$168.59 - $212.13 $127K - $160K
2.5K $499K
PANW
Palo Alto Networks Inc

Technology
1.39K
+ 44.8%
$167.82 - $208.28 $233K - $289K
4.48K $764K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.9K
+ 54.46%
$27.01 - $28.54 $186K - $197K
19.6K $547K
IWF
Ishares Russell 1000 Gr ETF

ETFs
759
+ 27.05%
$360.07 - $417.26 $273K - $317K
3.57K $1.29M
CVX
Chevron Corp

Energy
53
+ 0.8%
$146.71 - $167.97 $7.78K - $8.9K
6.65K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 0.84%
$117.15 - $158.79 $3.4K - $4.6K
3.47K $551K
WEC
Wec Energy Group, Inc.

Utilities
83
+ 1.02%
$92.12 - $108.98 $7.65K - $9.05K
8.19K $892K
MDLZ
Mondelez International, Inc.

Consumer Defensive
931
+ 11.62%
$56.12 - $68.15 $52.2K - $63.4K
8.94K $606K
SYK
Stryker Corp

Healthcare
239
+ 9.0%
$355.18 - $399.9 $84.9K - $95.6K
2.9K $1.08M
NOW
Service Now, Inc.

Technology
257
+ 75.59%
$783.83 - $1170.39 $201K - $301K
597 $475K
EEM
Ishares Msci Emerging Markets

ETFs
1.19K
+ 4.51%
$40.81 - $45.34 $48.5K - $53.9K
27.6K $1.2M
GS
Goldman Sachs Group Inc

Financial Services
189
+ 51.78%
$524.81 - $672.19 $99.2K - $127K
554 $302K
XEL
Xcel Energy Inc

Utilities
1.08K
+ 29.51%
$63.37 - $72.1 $68.4K - $77.8K
4.74K $335K
DOV
Dover Corp

Industrials
500
+ 42.81%
$174.65 - $206.43 $87.3K - $103K
1.67K $293K
NFLX
Netflix Inc

Communication Services
41
+ 5.93%
$828.4 - $1058.6 $34K - $43.4K
732 $682K
A
Agilent Technologies, Inc.

Healthcare
860
+ 42.79%
$116.69 - $152.6 $100K - $131K
2.87K $335K
SPGI
S&P Global Inc.

Financial Services
40
+ 1.09%
$478.26 - $543.77 $19.1K - $21.8K
3.71K $1.88M
CSCO
Cisco Systems, Inc.

Technology
318
+ 3.05%
$58.74 - $64.87 $18.7K - $20.6K
10.7K $663K
ALL
Allstate Corp

Financial Services
3
+ 0.1%
$180.99 - $210.18 $543 - $631
3.1K $642K
IWD
Ishares Russell 1000 Val ETF

ETFs
160
+ 5.7%
$182.82 - $196.21 $29.3K - $31.4K
2.97K $558K
VUG
Vanguard Growth ETF

ETFs
226
+ 19.17%
$369.1 - $427.61 $83.4K - $96.6K
1.41K $521K
ZTS
Zoetis Inc.

Healthcare
196
+ 11.29%
$156.48 - $175.67 $30.7K - $34.4K
1.93K $318K
PSX
Phillips 66

Energy
20
+ 0.7%
$113.93 - $131.55 $2.28K - $2.63K
2.88K $355K
Activity Summary
Buys All Purchases 114 New Holdings 23 Increased Positions 91 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 1 Puts 0
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